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Developing Opportunities Funnel
Total in Funnel -
$464,560.00
Open
Internal Companies List
Last Updated
Rep
Company name
Sales Funnel Status
Meetings Completed
Decision Status
Key Decision Makers
Obstacles/Requirements
Next Meeting
Plan to Move Forward
Developing Discussion Notes
Est. Yearly Value
Open
Compass
3/10/2026
A Walk Around The Block
Developing Opportunity
$6,000.00
Open
Compass
3/10/2026
Accurate Excavating
Developing Opportunity
$8,400.00
Open
2/11/2026
Ace Evestroughing and Exteriors
Developing Opportunity
1
will go ahead within a week or 2
seo and gmb
nothing
12/19/2025
yes
probably in the new year
$8,400.00
Open
2/11/2026
Active Electric
Developing Opportunity
2
yes
going ahead
nothing
12/12/2025
yes
$1,800.00
Open
2/11/2026
Aspen Links/ Tap
Developing Opportunity
3
Not good
Pay a guy in gift cards to do website
show them it will be worth it to at least let us take over website
12/12/2025
not at this time
Will keep on Ricky to get this moving forward, Going to get a meeting with Mark and go from there
$8,400.00
Open
Compass
2/11/2026
Blowers and Grafton
Developing Opportunity
$130,000.00
Open
2/11/2026
Davey’s Plastics
Developing Opportunity
1
unknown
needs seo and gmb
talk in the new year, new budget
1/6/2026
yes
$24,000.00
Open
2/11/2026
EBS Inspections
Developing Opportunity
1
maybe
not full time
shut down at upgarder
1/6/2026
yes
$4,800.00
Open
Compass
3/4/2026
Executive Security
Developing Opportunity
2
Looking good
Lights
Needs lighting installed before he wants to go ahead with website
12/15/2025
yes
$114,000.00
Open
2/11/2026
Ghost Auto Protection
Developing Opportunity
1
yes
wants seo and gmb
busy busy busy
12/22/2025
yes
very busy
$1,800.00
Open
2/11/2026
Houston Pizza/ Smittys
Developing Opportunity
1
yes
busy
hard guy to get ahold of
12/22/2025
yes
Once Active Electric does it he will
$12,000.00
Open
2/11/2026
Hybrid Electric
Developing Opportunity
1
maybe
need to show him it works
doesnt think it means anything to have a website
12/15/2025
maybe
$1,800.00
Open
2/11/2026
Line X
Developing Opportunity
1
Look Locale forsure, talk about marketing opportunities
Francise
Francise
12/16/2025
yes
$6,960.00
Open
3/10/2026
Macel Exp
Developing Opportunity
$6,000.00
Open
Compass
2/11/2026
Peak To Creek Properties
Developing Opportunity
Open
Compass
2/11/2026
Pure Plates
Developing Opportunity
$7,200.00
Open
2/11/2026
Queen City Excavating
Developing Opportunity
1
In the new year
Busy season, end of year
none
1/6/2026
yes
needs seo and maybe gmb
$1,800.00
Open
2/11/2026
Seedmaster
Developing Opportunity
1
interested
see what we can all do for them
waiting to see if they get rid of their marketing position and we will get full budget to do everything
1/5/2026
looks good
$12,000.00
Open
2/25/2026
Western Pizza
Developing Opportunity
2
Looking good
Rewards program
Setting up Proposal for Sprio to look at
12/12/2025
Yes
Meeting on Dec 12/2025
$109,200.00
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